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SFA
Sequoia Financial Advisors’s
Sunstone Hotel Investors
SHO
Stock Holding History
Sequoia Financial Advisors’s Portfolio
SHO Stock Details
SHO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$90.6K
Buy
+10,058
New
+$92.4K
﹤0.01%
1862
2025
Q1
–
Sell
-11,814
Closed
-$140K
–
1458
2024
Q4
$140K
Buy
11,814
+314
+3%
+$3.42K
﹤0.01%
1259
2024
Q3
$119K
Sell
11,500
-114
-1%
-$1.17K
﹤0.01%
1216
2024
Q2
$121K
Sell
11,614
-181
-2%
-$1.88K
﹤0.01%
1145
2024
Q1
$131K
Buy
11,795
+28
+0.2%
+$306
﹤0.01%
1096
2023
Q4
$126K
Sell
11,767
-224
-2%
-$2.21K
﹤0.01%
1145
2023
Q3
$112K
Buy
11,991
+443
+4%
+$4.19K
﹤0.01%
913
2023
Q2
$117K
Sell
11,548
-1,479
-11%
-$14.7K
﹤0.01%
912
2023
Q1
$129K
Buy
13,027
+742
+6%
+$7.53K
﹤0.01%
792
2022
Q4
$119K
Buy
+12,285
New
+$127K
﹤0.01%
762
Other funds holding SHO
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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